e.l.f.(US:ELF) Seeking Alphaยท2025-08-11 14:13Core Viewpoint - The article emphasizes the potential investment opportunity in e.l.f. Beauty (NYSE: ELF), highlighting its status as a premium fast-growing company and suggesting that current market conditions present an excellent buying opportunity [1]. Investment Strategy - The investment approach is value-oriented, focusing on acquiring growth stocks that are reasonably valued, aligning with the philosophy of buying wonderful companies at fair prices [1]. - The portfolio is concentrated in 12 to 15 stocks, allowing for in-depth knowledge and strategic trading based on market conditions [1]. Portfolio Performance - The portfolio has shown significant returns over the years, with a total return of 4,114% since inception in 2016, and an internal rate of return (IRR) of 51.54% per year [1]. - Yearly performance highlights include: - 2016: 1.28% return vs. NASDAQ 7.50% - 2017: 49.40% return vs. NASDAQ 28.23% - 2018: 84.91% return vs. NASDAQ -3.88% - 2019: -1.08% return vs. NASDAQ 35.23% - 2020: 173.62% return vs. NASDAQ 43.63% - 2021: 37.84% return vs. NASDAQ 21.40% - 2022: 20.93% return vs. NASDAQ -33.10% - 2023: 87.60% return vs. NASDAQ 43.42% - 2024: 77.98% return vs. NASDAQ 29.83% [1].